Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
What's he talking about ? Market been going down & up since I started 401-k back in the day !! 1976 or 77. More so, longer then I can remember.
Have a pleasant weekend everyone, Derf
I just came from Chuck's place & a message on bonds & the IRS was posted. Believe it was how the IRS was looking at taxable & non taxable accounts.
Stay dry, Derf
A lot of water went over the dam in this discussion & I'll add to it.
A local technical college ran referendum to raise cash for upkeep,maintenance raises,etc. The main problem with this referendum , they wanted their cake & wanted to …
@ David_Snowball: When time permits, could you find out if they plan to close GPROX in the manner of GPGOX-GPIOX ?
Also I was wondering how much work it takes to transfer part of a account to the mutual fund originator ? Schwab at this time.
…
@Happy Camper: Good for you ! FWIW, What are they going to give me for letting my money there? Same old , same old ! I'm surprised they didn't stiff you because, usually you have to ask for ( rebate) up front. Lost out on a deal with Direct th…
@ Junkster: Quoting my late father. " I don't mind playing taxes, as long as I have the money to pay them." You should be so fortunate many times over.
Derf
First link, zippo !!
2/nd link , it brings tears to my eyes, to think of all the extra I paid in fees over the years. Good read if you're just getting started in 401-k's
Have a great week, Derf
as of 06/30/14
US Government-Related1 -15.00
Mortgage 40.00
US Credit2 13.00
Non-U.S. Developed 30.00
Emerging Markets 30.00
Other3 1.00
Money Market and Net Cash Equivalents4 1.00
PONDX As of 3/31 courtesy of CHUCK: Domestic net 61% Fore…
@Old_Joe: Brokerage going down the tubes would indeed be hard to predict. I was thinking more inline with trying to keep account fully insured . They're only going to pay on what is put into the account , not the interest or return. Net equity woul…
Yes I read the article & passed it on. Why couldn't you pick up your account & move it to a new broker, thus starting out on new pot of money & full coverage ?
Have a cool week, Derf
@bee: compare jaenx & macgx to poagx. More of apples to apples comparison. I see what you're after in draw down to recover time , but don't think bufox was the right fund to use.
Good investing,
…
@ Crash. I was afraid I would hear back from you with the results you stated. Gal pals budget plan also took a hit last year. House is 7-8 years old but pays less than $50 / month. Maybe it's time to down size?
…
@ Crash: I'm going 180 from everyone that replied. My thoughts, have you ever had an energy audit? $230 on budget plan seems rather high to me. A little insulation here & there or clear plastic around the windows should bring your gas bill dow…
Mainx over last 30 days , 2 cents diff. Yes there was a dip & recovery but adjusted close for 30 days + 2 pennies . What are you see Crash? Just the market at work, here.
Good week to all, D…